Busy does not equal productive. In fact, how often have you watched as someone who was too busy to get the important things done accomplished ever irrelevant task on their mile-long list? Sadly, we're …
Our List of the Biggest “Gotchas” in Popular Financial Investments
What are the gotchas to look out for in personal finance so you can avoid them? Today's special roundtable is chock-full of CFPs and they're here to answer that question for you. Joining us are none …
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Are You Ready for a 30-Year Retirement? Plus, Velocity Banking and Shoelace Patents (SB1495)
If you plan on living a long life (and who doesn't want that?), you'll need to create over thirty years' worth of cash flow. Studies show that the average person wants to retire at the "normal" age of …
Mastering Money Basics, Offsetting “Home Bias” Investing, and Better Retirement Investing (SB1494)
Our mentor today is one of the foremost thinkers and practitioners in the financial planning space. Peter Mallouk joins us to dispel the myth that the stock market is like the stock market, that the …
Passive Investing: Is Active Investing (finally) Dead? (SB1493)
Is the battle between index funds and actively managed funds finally over? Total assets invested in index funds and ETFs recently passed assets invested in active funds for the first time ever. But is …
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Career Forward: Shine at Work by Focusing on What Matters (SB1492)
Grace Puma and Christiana Smith Shi have been where you're trying to go. Puma was the COO of Pepsico, one of the largest brands on earth, and Smith Shi was the President of Nike Consumer Direct after …
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